IWP
Insight Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
4,768
-116
| -2% | -$10.5K | 0.17% | 72 |
|
|
2025
Q1 | $458K | Sell |
4,884
-26
| -0.5% | -$2.44K | 0.08% | 72 |
|
|
2024
Q4 | $446K | Buy |
4,910
+26
| +0.5% | +$2.36K | 0.06% | 67 |
|
|
2024
Q3 | $507K | Buy |
4,884
+5
| +0.1% | +$519 | 0.1% | 65 |
|
|
2024
Q2 | $473K | Hold |
4,879
| – | – | 0.08% | 60 |
|
|
2024
Q1 | $439K | Buy |
4,879
+125
| +3% | +$11.3K | 0.08% | 59 |
|
|
2023
Q4 | $379K | Hold |
4,754
| – | – | 0.07% | 53 |
|
|
2023
Q3 | $338K | Hold |
4,754
| – | – | 0.07% | 53 |
|
|
2023
Q2 | $366K | Hold |
4,754
| – | – | 0.08% | 52 |
|
|
2023
Q1 | $357K | Hold |
4,754
| – | – | 0.08% | 42 |
|
|
2022
Q4 | $375K | Hold |
4,754
| – | – | 0.28% | 37 |
|
|
2022
Q3 | $334K | Hold |
4,754
| – | – | 0.32% | 41 |
|
|
2022
Q2 | $381K | Hold |
4,754
| – | – | 0.29% | 41 |
|
|
2022
Q1 | $360K | Hold |
4,754
| – | – | 0.2% | 50 |
|
|
2021
Q4 | $406K | Buy |
+4,754
| New | +$406K | 0.08% | 52 |
|